Filed April 4, 2018 (most recent of 7 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $414,702 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,864 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,487 | $52,346+44.2% | $143,801-47.5% | $78,104-3.4% |
| Participation rate | 72.4% | 72.7%-0.3pp | 80.3%-7.9pp | 74.5%-2.1pp |
| Annual return | -18.54% | -14.19%-4.3pp | -0.04%-18.5pp | 10.90%-29.4pp |
| Employer contribution / active EE | $3,611 | $2,131+69.5% | $4,952-27.1% | $3,128+15.5% |
| Participant deferral / active EE | $0 | $3,800-100.0% | $5,639-100.0% | $5,089-100.0% |
| Admin fee / account holder | $70 | $63+9.7% | $14,680-99.5% | $79-11.9% |